Filed June 13, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,367 | $111,814-33.5% | $103,378-28.1% | $145,978-49.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.21% | 24.80%-4.6pp | 24.91%-4.7pp | 550.52%-530.3pp |
| Employer contribution / active EE | $2,003 | $4,215-52.5% | $3,870-48.2% | $4,662-57.0% |
| Participant deferral / active EE | $3,135 | $5,618-44.2% | $5,058-38.0% | $6,690-53.1% |
| Admin fee / account holder | $663 | $9,764-93.2% | $8,401-92.1% | $13,400-95.1% |